(People, Process, Profit)
Once again we will be holding our Connect conference in London this summer.
It is an invitation-only event for a special group of law firms. We have created an agenda not to be missed with 5 keynote speakers, roundtable discussions, breakout sessions and the chance to network with some of the most forward-thinking law firms in the country.
Come along and hear from experts and your peers about how to harness data to improve your business. This year’s broad theme is “The Challenges of Change” and we will be covering many aspects of this including the power of storytelling to drive change, and how LEGO® can help develop your internal teams. In addition, we will be focussing on ways in which data can be used to support change processes.
A unique benefit of Katchr Connect will be the chance to meet with other law firms using the Katchr products. Find out best practices around using data in finance, legal operations, marketing, HR and sales. We’ll be facilitating roundtable discussions to help you gain industry insights, and you’ll also get to find out our future plans and a software roadmap for 2020 – 21.
We will again close the day with an opportunity for more relaxed networking over drinks.
Who should attend
Managing Partners, CEOs, Heads of Finance, Operations and Technology – in short anyone who has an interest in and/or responsibility for delivering improvement in the management of their firm.
London WC1H 9HQ
Date and Time
Wednesday 24th June 2020
9:00am – 5:00pm
Followed by a short informal drinks reception until 6pm
(Please check back regularly for updates)
Can we really change culture? The Holy Grail of the Trusted Advisor
Many firms want to become more ‘sticky’ with clients, to engage with different people and provide more than just transactional services. Can you really create a culture that focuses on Advisory rather than technical expert legal expertise?
This session explores the mistakes that so many firms make in trying to drive fee earners towards becoming a Rounded Advisor so that you can avoid the traps if you choose to make it your strategic goal. Can a firm really change its culture – because its surely so nebulous that you cannot map it on a spreadsheet? We will outline the 6 key areas of focus your firm must have if it wants to really embed a change and make it happen. In 30 minutes it will to be a fast paced, fun packed thrill ride! … OK maybe not, but you will learn a lot and be able to avoid pitfalls and ask all the right questions as we take you through the key steps towards changing culture.
Paul is Managing Director of the GroGroup. He qualified as a Chartered Accountant at KPMG and spent 7 years in their London office before moving into behavioural development. He has spent the last 20 years focused on developing performance and driving strategy to overcome the challenges that present themselves to any successful business. Paul has developed successful programmes for clients and been fortunate to work with some of the UKs leading organisations including the Met Police and NHS.
In Professional Services Paul has worked with firms including Moore Stephens, Crowe, SHMA, White&Case. Working with senior fee earners, partners and support teams to drive growth and improve client service across a range of initiatives.
With change the only constant in our rapidly evolving legal world are your people equipped for the future?
Technology is already changing the way that we do business, but even with the advent of AI most systems are still only as good as the people using them. So even though we strive to implement on time and within budget that is only the beginning of harnessing the power of IT systems . We will explore how to achieve real user adoption, where people are enthused, embrace and enjoy using technology in the way that adds true value to your firm and its clients.
Dorigen is a specialist in business transformation through technology within law firms. She is a founding director for iTrain Legal, the leading providers of training and change management services to the legal market. She has presided over their rise to prominence, including securing key partnerships with industry leaders and innovators such as iManage, Thomson Reuters, Aderant and Peppermint. She has also been a key figure in developing iTrain Legal’s services, which enable law firms to experience positive transitions to the latest technology and maximise efficiencies in the use of existing systems.
Dorigen’s journey in technology spans 20 years. She studied law at university but chose a career in IT, initially technical support and then management. Her legal IT career began ten years ago at DWF LLP, where she developed a team of people to train and support the business through a period of unprecedented growth. Before founding iTrain she also performed strategic training and project management roles at Olswang LLP and Brabners LLP.
Sara Traynor is an executive and leadership coach specializing in coaching professionals transitioning to board or leadership roles. Sara coaches groups and teams using the globally renowned LEGO® Serious Play® methodology and is the only independent certified facilitator in south west England. Sara was previously director at a south west law firm listed in the Times Top 100 Best Companies to Work For. Sara pioneered the firm’s leadership development strategy. Previously, Sara worked at a FTSE 250 utility for 15 years with management roles in organisational development, change management, service delivery, and project management. Sara is a trustee of YMCA Exeter.
While stories can be used to feed the imagination, storytelling also has value in managing change and transformation. Storytelling techniques can help to illustrate the importance of an initiative, explain product value or spell out the reasoning behind critical organisational change decisions. Natalie Whitaker, Business Psychologist at Carter Corson, will take you on a journey of not just understanding how to drive better change through the power of storytelling, but also to understand how to enable your people to transition with change.
Natalie has over 10 years’ experience of leadership assessment, consultancy and executive recruitment, and brings with her a wealth of knowledge of how human behaviour can be applied to business.
She has worked within the public and private sector, across a number of industries including professional services, higher education and STEM. She has held high-profile positions within multinational organisations including Kellogg, Danone and HSBC and currently leads our work with Highways England. Natalie supports clients across a number of different areas such as leadership development, personal development, assessment design, executive coaching and organisational change.
Welcome – Chairman
Shaun Jardine – Commercial
Director, Brethertons LLP
Katchr State of the Union
Graham Moore, MD, Katchr
The Challenges of Change
Can we really change culture?
The Holy Grail of the Trusted Advisor
Paul Richmond – Go Group
Storytelling to enable change –
Natalie Whitaker, Carter Corson
What about me?
Bringing your people with you
during technology change
Dorigen Sykes – iTrain
Lego Serious Play Workshop
PMS Migration Case Studies
Katchr New Releases Workshop
Katchr Support Clinic
The Role of IT in Change
Katchr Product Roadmap –
Graham Moore, MD, Katchr
Closing Remarks – Chairman
Legal Work Flow
Why now is the time to engage online with your clients
Your clients are used to doing business online, whether it be social, booking holidays, banking, buying insurance or online shopping, so why should it grind to a halt when they instruct a lawyer? The customer experience that your clients are used to when online should be matched by your own services, so an online case tracker just doesn’t cut it. Take some time to listen to what solicitor and online pioneer Martin Langan has to say about this.
Legal Workflow is a pioneering IT consultancy and creator of innovative products and services for the legal profession in the UK. Utilising automation and artificial intelligence, Legal Workflow is expert in developing and customising online legal services allowing law firms to engage with their clients in new ways such as the utilisation of ChatBots for common queries and new ways of accessing the firm’s website. We also have a strong reputation for customising workflows for legal case management and practice management systems. We specialise in writing integrations with third party applications, client portals and databases.
Professional services firms are waking up to the richness and volume of data that they hold and how it can be leveraged to make truly informed management decisions, resolve issues in a timely manner and maximise profitability. In this session Reuben will provide an introduction to data analytics and will discuss a range of case studies of practical analytics solutions that Ecovis have helped mid-market law firms to implement, and which have helped to revolutionise how these practices are being managed.
The Data Analytics offering at Ecovis Wingrave Yeats is led by a team of data scientists, data analysts and business advisors based in London’s West End. We are a member of Ecovis International, a network of like-minded consulting practices, allowing us to offer our growing clients global support in more than 70 countries.
We go beyond delivering traditional consulting services. We are constantly driven to change, innovate, and bring new ways to empower decision makers through data and technology. We bring together the technical skillsets of our data specialists with the commercial understanding of our business advisors to create a unique and wide-ranging consultancy service.